Financial Sense, LLC

Financial Sense, LLC provides daily money management, meaning it takes over the routine administration of a person's finances. The service is aimed at people who want more free time and a clearer view of their money, and it builds personal relationships to understand each client's overall position.

Products and services

• Bill payment: invoices and statements are sent to the team, which pays them on time.
• Account tracking: credit cards, checking, savings and loans are entered and reconciled in Quicken.
• Monthly reports: a folder of reports, graphs, statements and paid invoices in date order.
• Budgets and forecasts: monthly budgets, comparisons with actual spending, and projections of future income and expenses.
• Team collaboration: coordination with the client's wealth advisor, accountant and estate attorney, including year-end reports for tax preparation.

Clients

Individuals and families, including those with commission or bonus income and relatives dealing with an estate.

Key facts

• Software: Quicken
• Service type: full-service daily money management